| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE OF AMERICA | $0 | $18K | $18K | 2.00% |
| THURSTON, DOUGLAS G3 Filed as: THURSTON, DOUGLAS GRANT | 112 NW 114TH STREET VANCOUVER, WA 98685 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $10K | $0 | $10K | 6.33% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $375 | $8K | 5.16% |
| BENEFIT COMMUNICATION SERVICES, INC3 Filed as: BENEFIT COMMUNICATION INC | 1 BURTON HILLS BLVD STE 300E NASHVILLE, TN 37217 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $3K | $0 | $3K | 2.17% |
| NATIONAL ENROLLMENT PARTNERS L3 | 2000 CHAPEL VIEW BLVD SUITE 240 CRANSTON, RI 02920 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $621 | $621 | 0.41% |
| ASSUREX3 Filed as: ASSUREX GLOBAL CORPORATION | 6620 MOONEY ST STE 360 DUBLIN, OH 43017 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $327 | $327 | 0.21% |
| THURSTON, DOUGLAS G3 Filed as: THURSTON, DOUGLAS GRANT | 112 NW 114TH STREET VANCOUVER, WA 98685 | UNUM INSURANCE COMPANY | $6K | $0 | $6K | 4.80% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $4K | $1K | $5K | 4.00% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $0 | $3K | $3K | 2.00% |
| THURSTON, DOUGLAS G3 | 112 NW 114TH STREET VANCOUVER, WA 98685 | UNUM INSURANCE COMPANY | $5K | $0 | $5K | 6.14% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $4K | $888 | $5K | 5.62% |
| THE PARTNERS GROUP3 | 11870 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $3K | $2K | $5K | 8.17% |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE STE 100 PORTLAND, OR 97223 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | — |
| THURSTON, DOUGLAS G3 Filed as: THURSTON, DOUGLAS GRANT | 112 NW 114TH STREET VANCOUVER, WA 98685 | UNUM INSURANCE COMPANY | $0 | $0 | $0 | — |
| THE PARTNERS GROUP3 | 11850 SW 67TH AVE, STE 100 PORTLAND, OR 97223 | UNIMERICA INSURANCE COMPANY | $0 | $0 | $0 | — |
| C2 CENTRIC LLC3 Filed as: C2 CENTRIC | PO BOX 6824 GRAND RAPIDS, MI 49516 | UNIMERICA INSURANCE COMPANY | $0 | $0 | $0 | — |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 835 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 12 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 859 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance(2 contracts, 2 carriers) | UNUM LIFE INSURANCE OF AMERICA | 915 | $1.0M |
| Short-term disability | UNUM INSURANCE COMPANY | 51 | $57K |
| Long-term disability | UNUM LIFE INSURANCE OF AMERICA | 915 | $885K |
| Stop-loss / reinsurancereinsurance | UNIMERICA INSURANCE COMPANY | 0 | $0 |
| Other(8 contracts, 6 carriers) | UNUM LIFE INSURANCE OF AMERICA | 1,501 | $1.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,501 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.